Position in MSBI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$26,760,997
+$6,887,251 QoQ
Shares Held
859,377
-3.5% QoQ
Ownership
4.14%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 153 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 5%
None 2%
Common Shares in MSBI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $28,246,623,670 across 288 Banks - Regional names. MSBI ranks #170 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
10,454,788 | $631,469,193 | |
| 2 | FITB |
Fifth Third Bancorp
|
10,639,875 | $599,769,751 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
7,644,441 | $528,918,870 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,105,788 | $518,487,119 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,101,558 | $514,645,169 | |
| 6 | BPOP |
Popular, Inc.
|
3,126,242 | $513,266,409 | |
| 7 | SSB |
SouthState Bank Corp
|
5,104,685 | $509,958,028 | |
| 8 | ONB |
Old National Bancorp /In/
|
18,221,545 | $471,938,014 |
All Filings in MSBI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,760,997 | 859,377 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $19,873,746 | 890,800 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $22,245,900 | 1,050,822 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $20,452,783 | 1,193,278 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $21,370,159 | 1,233,843 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $21,723,070 | 1,268,871 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $32,232,203 | 1,320,992 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $30,056,941 | 1,343,027 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $31,035,412 | 1,370,217 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $35,034,784 | 1,394,142 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $37,810,664 | 1,371,940 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $27,402,967 | 1,334,127 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $26,363,903 | 1,324,154 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $28,484,164 | 1,329,793 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $33,622,601 | 1,263,058 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $28,793,628 | 1,221,622 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $28,136,389 | 1,170,399 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $30,794,687 | 1,067,037 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $24,764,491 | 998,971 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $25,010,339 | 1,011,336 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $28,262,500 | 1,075,847 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $28,993,154 | 1,045,175 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $18,456,636 | 1,032,828 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $13,224,166 | 1,029,118 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $15,530,478 | 1,038,828 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $17,025,780 | 973,458 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||